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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
2051
Sound View Wealth Advisors Group
Georgia
$209K +$206K +2,180 New
TPWM
2052
Twelve Points Wealth Management
Massachusetts
$209K +$199K +2,104 New
CWMU
2053
Caliber Wealth Management (Utah)
Utah
$208K -$1.19M -12,628 -86%
AFG
2054
Allegheny Financial Group
Pennsylvania
$208K +$198K +2,093 New
CAWM
2055
Capital Advisors Wealth Management
Washington
$207K +$197K +2,092 New
TCWA
2056
Ten Capital Wealth Advisors
Washington
$207K +$57.1K +605 +41%
NCM
2057
NCM Capital Management
New Jersey
$207K +$197K +2,088 New
CWS
2058
Confluence Wealth Services
Pennsylvania
$206K +$196K +2,079 New
RRA
2059
Round Rock Advisors
Connecticut
$206K +$196K +2,078 New
WWG
2060
West Wealth Group
California
$206K +$196K +2,077 New
CFG
2061
CKW Financial Group
Hawaii
$206K – – –
TWM
2062
Triton Wealth Management
Arizona
$206K +$183K +1,944 New
GCA
2063
Greenwood Capital Associates
South Carolina
$206K +$196K +2,073 New
BCM
2064
Brookmont Capital Management
Texas
$205K +$195K +2,068 New
BSSFA
2065
Baron Silver Stevens Financial Advisors
Florida
$204K +$195K +2,061 New
AA
2066
Advisory Alpha
Michigan
$204K +$194K +2,060 New
MPM
2067
Meritage Portfolio Management
Kansas
$204K +$194K +2,051 New
FWM
2068
FFT Wealth Management
Pennsylvania
$204K -$97.5K -1,033 -33%
VT
2069
Vise Technologies
New York
$204K +$194K +2,054 New
SWA
2070
Strata Wealth Advisors
Texas
$203K +$193K +2,046 New
CAM
2071
CPA Asset Management
Florida
$203K +$193K +2,043 New
B
2072
Bridgeworth
Alabama
$202K +$192K +2,037 New
BWM
2073
BCS Wealth Management
Tennessee
$202K +$192K +2,035 New
IAG
2074
Investmark Advisory Group
Connecticut
$202K +$192K +2,036 New
AF
2075
Advisornet Financial
Minnesota
$202K -$614K -6,509 -76%
81 82
83
84 85